Cashflow modelling

To be launched at CISI conference

New world retirement planning: The key risk factors

What's 'free' advice really worth? Financial Planning Week's pro bono warriors speak out

Measure up: The myriad ways advisers benchmark client portfolios

Why the DFM industry is not dynamic enough

Cash-flow modelling firm Prestwood Software is planning to make a number of enhancements to its cloud-based adviser solution, which launched earlier this year.

Is advisers’ love affair with it masking its shortcomings?

Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...